See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $52,512 |
TRIAD ADVISORS INC5 years Service code 49 · EIN 65-0173164 | Other Services | $28,207 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,295 | $51,197+209.2% | $82,719+91.4% | $66,914+136.6% |
| Participation rate | 94.6% | 67.8%+26.8pp | 72.6%+22.1pp | 69.8%+24.8pp |
| Annual return | -12.62% | -9.64%-3.0pp | 701.18%-713.8pp | 1.58%-14.2pp |
| Employer contribution / active EE | $9,560 | $2,611+266.2% | $3,009+217.7% | $2,544+275.7% |
| Participant deferral / active EE | $8,316 | $3,458+140.5% | $4,395+89.2% | $4,237+96.3% |
| Admin fee / account holder | $20 | $416-95.1% | $5,329-99.6% | $593-96.6% |